Branch Administrator

2 days ago

Saskatoon, Canada Harbourfront Wealth Management Full time

**Who we are**:
Harbourfront Wealth Management Inc. is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing firm and a IIROC registered securities dealer. The firm provides financial services and holistic wealth management solutions for mid to high-net-worth individuals. At Harbourfront Wealth Management Inc., our core values start with the belief that **great people make great companies.**Our head office is in downtown Vancouver with over 20 branches across Canada.

**Career opportunity**:
**You will be responsible for**:

- Enhancing advisor’s effectiveness by providing information management support
- Foster and support client relationships by liaising with clients, responding to requests and proactive problem solving
- Open accounts and manage documentation requirements
- Process and follow up on account opening, transfer and other type of requests
- Handle incoming and outgoing phone calls with clients and respond to requests for information
- Organizing and coordinating meetings and conference calls
- Prepare monthly/quarterly/annual reports, client correspondence and taking ownership of project work
- Act as the professional first point of contact for the company that greets and welcomes visitors
- Answer phone calls promptly, screen calls and redirect appropriately
- Serve as office point of contact for building directed maintenance and workplace related requests
- Maintain office premises standards for appearance, client requirements and day to day operations
- Minimum 2 years experience in an administrative position
- 2-years investment industry experience and well-rounded knowledge of the securities industry is an asset
- Meticulous attention to detail
- Proficient with Microsoft Office particularly Word, Excel, Publisher, PowerPoint & Outlook
- Proven verbal and written communication skills
- Ability to learn quickly and identify opportunities to add value
- Strong organizational skills
- Superior customer service skills
- Ability to prioritize, multitask, work within time constraints and follow-up
- Ability to work in a team environment and demonstrate a professional and friendly manner

**Diversity and Inclusion**

Diversity is an important value to us. We are committed to providing equal opportunities in employment and to providing a workplace which is free from discrimination and harassment. This means that all job applicants and employees will receive equal treatment regardless of race, colour, ethnic or national origins, sex, marital status, disability, age, sexual orientation, religion, or belief.

HWMHP

**Job Types**: Full-time, Permanent

**Benefits**:

- Dental care
- Life insurance
- Vision care

Schedule:

- Monday to Friday

Work Location: One location

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